Wealth Management Associate

About the OpportunityA successful and growing private wealth management practice is seeking a Wealth Management Associate to join its team in Calabasas, California.This position offers the opportunity to work directly alongside a highly successful financial advisor while playing an integral role in client service, investment operations, financial planning coordination, and overall practice growth.The ideal candidate is highly organized, detail-oriented, client-focused, and thrives in a fast-paced environment where responsiveness and accuracy are critical.This is an excellent opportunity for someone looking to expand their exposure to wealth management, deepen their industry expertise, and build a long-term career within financial services.Key Responsibilities➢ Serve as a primary point of contact for clients and help deliver an exceptional client experience➢ Support client meetings through preparation, follow-up, coordination, and ongoing relationship management➢ Assist with account maintenance, money movement requests, transfers, and other client service activities➢ Coordinate and support trading activities in accordance with licensing and compliance requirements➢ Gather and organize information needed for financial planning and wealth management initiatives➢ Track and manage prospect-to-client conversion activities and onboarding processes➢ Coordinate with internal and external resources to ensure timely completion of client requests and planning activities➢ Maintain accurate client records and documentation within CRM and operational systems➢ Collaborate closely with advisors and team members to support client retention and business growthQualifications➢ 3+ years of experience supporting financial advisors, wealth managers, financial planners, or investment professionals➢ Experience in a client-facing wealth management, advisory, or financial services environment➢ Existing SIE, Series 7, or Series 66 licensing is preferred but not required➢ Ability and willingness to obtain required securities and insurance licenses within the designated timeframe➢ Exceptional client service and relationship management skills➢ Strong verbal and written communication skills➢ Highly organized with exceptional attention to detail➢ Ability to prioritize multiple responsibilities in a fast-paced environment➢ Self-motivated with a strong sense of urgency and accountabilityWhat Makes This Opportunity Attractive➢ Work directly alongside one of the firm's most successful advisors➢ Participate in client meetings and gain meaningful exposure to the advisory side of the business➢ Gain hands-on experience with trading, investment operations, financial planning coordination, and client relationship management➢ Company-sponsored licensing support and professional development➢ Hybrid work schedule following the initial onboarding period➢ Strong team environment with a proven track record of internal advancement➢ Opportunity to join a growing practice with long-term career potentialCompensation & Benefits➢ Base salary of $65,000 to $90,000 depending on experience and licensing➢ Target annual bonus opportunity➢ Company-sponsored licensing and exam reimbursement program➢ Health, dental, and vision benefits➢ 401(k) program➢ Paid time off➢ Professional development and career growth opportunities